DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Farther
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gregory J Eissner | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 2, 2025 |
| Ryan Randy Roloff | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 1, 2025 |
| Rudy Martinez | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 2, 2025 |
| Derek Anthony Eckert | Syntropy Wealth Management LLC state registered | Farther independent RIA | Other | Sep 22, 2025 | Mar 5, 2025 |
| Jonathan Allen Lore | Empower Advisory Group, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2025 | Jan 15, 2026 (121 d) |
| Allison Ferrentino Dunlap | Harbour Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Sep 5, 2025 | Oct 23, 2025 (48 d) |
| Douglas Wayne Rodgers | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2025 | Sep 4, 2025 |
| Michael Todd Link | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2025 | Sep 3, 2025 |
| Benjamin Earl Tegel | Auxin Group Wealth Management, LLC independent RIA | Farther independent RIA | RIA to RIA | Sep 4, 2025 | Nov 6, 2024 |
| William T. Zaika | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2025 | Sep 2, 2025 |
| William Joseph Zaika | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2025 | Sep 2, 2025 |
| David Ryan Pagels | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2025 | Aug 29, 2025 |
| Stuart Shaun Choy | Sound Income Strategies, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 20, 2025 | Jan 1, 2026 (134 d) |
| Jesse Ruda | Strategic Advisers LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Aug 22, 2025 |
| Taylor Lloyd | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Jan 1, 2026 (141 d) |
| Brian Deen Lahue | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 15, 2025 |
| Joseph Trent Byerly | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 12, 2025 |
| Andrea Morgan Stackland-Winterer | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 8, 2025 |
| Ashley Nicole Woods | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Sep 17, 2025 (43 d) |
| Coleman A Zwanzig | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 8, 2025 |
| Joshua Charles Dvorak | Austin Private Wealth, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 4, 2025 | Aug 8, 2025 |
| Robert Franklin Hart | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 7, 2025 |
| Martin Gerard Gaughan | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Aug 1, 2025 |
| Kirk John Barrett | Silver Lake Capital Partners independent RIA | Farther independent RIA | RIA to RIA | Jul 30, 2025 | Jun 16, 2025 |
| Robert Walter John Campbell | Ameriprise Financial Services, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2025 | Jun 23, 2025 |
| Ben Emons | Cetera Investment Advisers LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2025 | May 20, 2025 |
| Richard Lee Bartholomew | Wealthcare Capital Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Ryan Adam Huard | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Jul 21, 2025 |
| Kevin Hoegler | Blackrock Investment Management, LLC other | Farther independent RIA | Other | Jul 11, 2025 | Jul 7, 2025 |
| Arthur E Creel | Carmichael Creel Investments independent RIA | Farther independent RIA | RIA to RIA | Jul 10, 2025 | Jul 11, 2025 |
| Manav Bhatia | Florida Financial Advisors, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2025 | Apr 15, 2026 (281 d) |
| Jensen Reagan Weynands | RBC Capital Markets, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2025 | Jul 3, 2025 |
| Joseph Anthony Palumbo | Fortis Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2025 | May 8, 2025 |
| Matthew Anthony Alfonzetti | Fortis Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 30, 2025 | May 9, 2025 |
| Craig Edward Stearns | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2025 | Jun 27, 2025 |
| Eric A Michalski | Cwm, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2025 | Jun 21, 2025 |
| Martha Jeanne Wilcoxson | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | Jun 26, 2025 |
| Joshua Aaron Wilcoxson | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | Jun 26, 2025 |
| Beverly Montague Holley | Strategic Advisers LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2025 | Aug 1, 2025 (45 d) |
| Trevor Michael Conlon | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2025 | May 22, 2025 |
| David Neil Lemond | Edward Jones national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2025 | May 9, 2025 |
| Douglas White | Next Financial Group, Inc. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2025 | Aug 21, 2025 (101 d) |
| Matthew Howard Remis | New Edge Wealth BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | May 2, 2025 |
| Bradley Robert Scoular | Global Wealth Strategies And Associates, LLC independent RIA | Farther independent RIA | RIA to RIA | May 2, 2025 | Apr 7, 2025 |
| Sam Austin Schwartz | Anchor Pointe Wealth Management independent RIA | Farther independent RIA | RIA to RIA | May 1, 2025 | Feb 2, 2025 |
| Jennifer Ma Rechenbach | Svb Wealth independent RIA | Farther independent RIA | RIA to RIA | Apr 10, 2025 | Apr 4, 2025 |
| Jeffrey Steven Becker | Svb Wealth independent RIA | Farther independent RIA | RIA to RIA | Apr 10, 2025 | Apr 4, 2025 |
| Stacey Dee Kirkpatrick | Raymond James Financial Services Advisors, Inc BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | May 19, 2025 (40 d) |
| William Charles Hullinger | Verity Wealth Partners unclassified | Farther independent RIA | Other | Mar 31, 2025 | Feb 6, 2025 |
| Brad Lee Reichert | Cambridge Investment Research Advisors, Inc. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2025 | Jun 18, 2025 (83 d) |
| Joseph Mayone | Canopy Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Mar 27, 2025 | Mar 20, 2025 |
| David Scott Coles | Wmbc independent RIA | Farther independent RIA | RIA to RIA | Mar 22, 2025 | Dec 20, 2024 |
| Keith Shigeru. Furuya | Black Walnut Advisors LLC unclassified | Farther independent RIA | Other | Mar 22, 2025 | Jan 1, 2026 (285 d) |
| Michael Scott Lynch | Lynch Financial Advisors unclassified | Farther independent RIA | Other | Mar 22, 2025 | Jan 16, 2025 |
| David Sheldon Coles | Wmbc independent RIA | Farther independent RIA | RIA to RIA | Mar 22, 2025 | Dec 19, 2024 |
| Steven Carl Schoenberger | Open Door Financial unclassified | Farther independent RIA | Other | Mar 22, 2025 | Dec 17, 2024 |
| Vinit Madan | Prime Capital Financial mixed wealth | Farther independent RIA | RIA to RIA | Mar 14, 2025 | May 22, 2025 (69 d) |
| Sam Charles Wilkerson | Cwm, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2025 | Mar 3, 2025 |
| Caroline Zortman | Sei Investments Management Corp other | Farther independent RIA | Other | Mar 3, 2025 | Mar 20, 2025 |
| Jared Dean Rand | Capital Portfolio Management L.L.C. independent RIA | Farther independent RIA | RIA to RIA | Feb 28, 2025 | Oct 11, 2024 |
329 moves match.